MicroStrategy Terminology

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1 MicroStrategy Terminology pages MicroStrategy Basic Reporting Guide, v9.3.1 application object MicroStrategy object used to provide analysis of and insight into relevant data. Application objects are developed in MicroStrategy Desktop and they are the building blocks for reports and documents. Application objects include these object types: report, document, template, filter, metric, custom group, consolidation, prompt. attribute A data level defined by the system or project architect and associated with one or more columns in a data warehouse table. Attributes include data classifications like Region, Order, Customer, Age, Item, City, and Year. They provide a context for metric or factual data to be aggregated or filtered at a given level. An attribute on a report serves as a label for a group of metrics. attribute element A value of any of the attribute forms of an attribute. For example, New York and Dallas are elements of the attribute City; January, February, and March are elements of the attribute Month. attribute form One of several columns associated with an attribute that are different aspects of the same thing. ID, Name, Last Name, Long Description, and Abbreviation could all be forms of the attribute Customer. Every attribute supports its own collection of forms. autostyle A set of formatting that applies a color scheme, font style, and font type to a report. axis A vector along which data is displayed. There are three axes Row, Column, and Page. When a report designer defines a template for a report, he places template units attributes, dimensions, metrics, consolidations, and custom groups along each axis. business intelligence (BI) system A system that facilitates the analysis of volumes of complex data by providing the ability to view data from multiple perspectives. cache A special data store holding recently accessed information for quick future access. This is normally done for frequently requested reports, whose execution is faster because they need not run against the database. A cache stores results from the data warehouse separately for each report and can be used by new job requests that require the same data. category In a graph report, the set of data along the X- axis. Categories generally correspond to the rows of a grid report. An example of a category is a bar in a bar graph. MSTR Version File Last Updated: January 15, 2014

2 child attribute The lower- level attribute in an attribute relationship. Lower refers to the attribute s position within a hierarchy, with respect to another attribute. column A one- dimensional vertical array of values in a report table. conditional metric Conditionality of a metric enables you to associate an existing filter object with the metric so that only data that meets the filter conditions is included in the calculation. custom group An object made up of an ordered collection of elements called custom group elements. Each element contains its own set of filtering qualifications. data warehouse 1) A database, typically very large, containing the historical data of an enterprise. Used for decision support or business intelligence, it organizes data and allows coordinated updates and loads. 2) A copy of transaction data specifically structured for query, reporting, and analysis. derived metric A metric based on data already available in a report. It is calculated by Intelligence Server, not in the database. Use a derived metric to perform column math, that is, calculations on other metrics, on report data after it has been returned from the database. drill A method of obtaining supplementary information after a report has been executed. The new data is retrieved by re- querying the personal Intelligent Cube or database at a different attribute or fact level. dynamic aggregation Changing the level of report aggregation on- the- fly, while the report results are being reviewed. Allows metric values to be aggregated at different levels depending on the attributes included on the report without having to re- execute the report against the data warehouse. Dynamic aggregation occurs when the attributes included on the report layout changes. element browsing Navigating through hierarchies of attribute elements. For example, viewing the list of months in a year. fact 1) A measurement value, often numeric and typically aggregatable, stored in a data warehouse. 2) A schema object representing a column in a data warehouse table and containing basic or aggregated numbers usually prices, or sales in dollars, or inventory quantities in counts. filter A MicroStrategy object that specifies the conditions that the data must meet to be included in the report results. Using a filter on a report narrows the data to consider only the information that is relevant to answer your business question, since a report queries the database against all the data stored in the data warehouse. A filter is composed of at least one qualification, which is the actual condition that must be met for the data to be included on a report. Multiple qualifications in a single filter are combined using logical operators. Examples include Region = Northeast or Revenue > $1 million. A filter is normally implemented in the SQL WHERE clause. MSTR Version File Last Updated: January 15, 2014

3 hierarchy A set of attributes defining a meaningful path for element browsing or drilling. metadata A repository whose data associates the tables and columns of a data warehouse with user- defined attributes and facts to enable the mapping of the business view, terms, and needs to the underlying database structure. A metadata repository can reside on the same server as the data warehouse or on a different database server. It can even be held in a different RDBMS. metric 1) A business calculation defined by an expression built with functions, facts, attributes, or other metrics. For example: sum(dollar_sales)or [Sales] - [Cost] 2) The MicroStrategy object that contains the metric definition. A metric on a report shows a list of values used for analytical calculations. object Conceptually, an object is the highest grouping level of information about one concept, used by the user to achieve the goal of specified data analysis. More concretely, an object is any item that can be selected and manipulated, including folders, reports, facts, metrics, and so on. page- by Segmenting data in a grid report by placing available attributes, consolidations, and metrics on a third axis called the Page axis. Since a grid is two- dimensional, only a slice of the cube can be seen at any one time. The slice is characterized by the choice of elements on the Page axis. By varying the selection of elements, the user can page through the cube. parent attribute The higher- level attribute in an attribute relationship with one or more children. Higher refers to the attribute s position within a hierarchy, with respect to another attribute. pivot To reconfigure data on a grid report by placing report objects (attributes, metrics, consolidations) on different axes. Also, to reconfigure a grid report by interchanging row and column headers, and hence the associated data. Subset of cross- tab. project 1) The highest- level intersection of a data warehouse, metadata repository, and user community, containing reports, filters, metrics, and functions. 2) An object containing the definition of a project, as defined in (1). The project object is specified when requesting the establishment of a session. prompt MicroStrategy object that asks the user during report execution to provide an answer that completes the information. A typical example with a filter is prompting the user to select a specific attribute on which to qualify. qualification The actual condition that must be met for data to be included on a report. Examples include Region = Northeast or Revenue > $1 million. Qualifications are used in filters and custom groups. You can create multiple qualifications for a single filter or custom group, and then determine how to combine the qualifications using the logical operators AND, AND NOT, OR, and OR NOT. MSTR Version File Last Updated: January 15, 2014

4 relationship An association specifying the nature of the connection between one attribute (the parent) and one or more other attributes (the children). For example, City is a child attribute of State. report The central focus of any decision support investigation, a report allows users to query for data, analyze that data, and then present it in a visually pleasing manner. report design The process of building reports from basic report components using the Report Editor in MicroStrategy Desktop or MicroStrategy Web. row The horizontal axis of a report. schema object A MicroStrategy object created, usually by a project designer, that relates the information in the logical data model and physical warehouse schema to the MicroStrategy environment. These objects are developed in MicroStrategy Architect, which can be accessed from MicroStrategy Desktop. Schema objects directly reflect the warehouse structure and include attributes, facts, functions, hierarchies, operators, partition mappings, tables, and transformations. series In a graph report, the set of data along the Y- axis. Series generally correspond to the columns of a grid report. Series are represented as legend items in a graph. shortcut object A MicroStrategy object that represents a link to another MicroStrategy object such as a report, filter, metric, and so forth. Shortcut objects provide quick access to commonly used objects. sort Arranging data according to some characteristic of the data itself (alphabetical descending, numeric ascending, and so forth). source system Any system or file that captures or holds data of interest. Structured Query Language (SQL) The query language standardized in 1986 by the American National Standards Institute (ANSI) and used to request information from tables in a relational database and to manipulate the tables structure and data. subtotal A totaling operation performed for a portion of a result set. template A MicroStrategy object that serves as a base on which you can build other objects of the same type. A report template is the structure that underlies any report. It specifies the set of information that the report should retrieve from your data source, and the way that you want the data to be displayed. transformation metric An otherwise simple metric that takes the properties of the transformation applied to it. For example, a metric calculates total sales. Add a transformation for last year and the metric now calculates last year s total sales. MSTR Version File Last Updated: January 15, 2014

5 threshold Used to create conditional formatting for metric values, to highlight important data. For example, if revenue is greater than $200, a threshold can automatically format that cell to have a blue background with bold type. view filter A filter that dynamically restricts the data being displayed on the report without re- executing the report against the warehouse. This capability provides improved response time and decreased database load. MSTR Version File Last Updated: January 15, 2014

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